How do I create an Opportunity?
Click on the Contact associated to your project.
1. Click on NEW + (top right pane).
2. Enter Opportunity name.
a. This is what you want to call the overall name for this project.
b. You can enter a separate Job Section name later.
3. Select Lead Source.
4. Select Initial Interest.
5. Click CREATE.
Related Articles
Setting up the Opportunity
Opportunities are potential projects for which you will create an Investment Analysis. 1. Click on the Contact associated to your project. a. Click on NEW + (top right pane). b. Enter Opportunity name. i. This is what you want to call the overall ...
How do I create an Investment?
To create a new Investment, you'll need to have already created the Opportunity. Select the Opportunity for which you wish to create an Investment. Click on NEW + (top right pane). Enter the Section Name that defines this particular part of the ...
How do I add an additional Investment to an Opportunity?
Click on Opportunities in the left-hand pane. Click on the name of the Opportunity. Click NEW + in the right-hand pane. Enter the Section Name. Select the desired Investment Template. Click CREATE.
How do I create a Retainer Agreement?
Once you are finished editing the Investment Analysis Template, use the Up arrow ↑ at the bottom left or scroll back to the top of the page and click the VALIDATE button to verify all categories with quantities have a Price Level selection. The ...
Opportunities
Opportunities are potential projects for which you will create an Investment Analysis along with your prospect. These can be directly accessed from the left-hand pane or within its respective Contact or Investment. Opportunities will be sorted ...